Unclaimed
Joanna Venetch is a financial advisor with Arete Wealth Management, LLC located in Chicago. Joanna has been in the industry since December 2006 and is licensed to provide securities and investment advisory services in California. Joanna has a broad range of experience working with financial institutions such as Cantor Fitzgerald & Co., Ascendant Alternative Strategies, LLC, Axiom Capital Management, Inc., Walton Securities, Inc., Northstar Realty Securities, LLC, Griffin Capital Securities, Inc., Raymond James Financial Services, Inc., Calamos Financial Services LLC, and Scudder Distributors, Inc. Joanna holds a Series 6, 7, 63, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IL
11/23/2020 - Present
Arete Wealth Management, LLC (Chicago IL)
NY
11/08/2018 - 04/01/2020
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
03/26/2017 - 11/09/2018
ASCENDANT ALTERNATIVE STRATEGIES, LLC (WHITE PLAINS NY)
NY
02/04/2015 - 03/29/2017
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
AZ
10/15/2013 - 01/08/2015
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
CO
08/04/2011 - 12/21/2012
NORTHSTAR REALTY SECURITIES, LLC (GREENWOOD VILLAGE CO)
CA
10/14/2009 - 08/04/2011
GRIFFIN CAPITAL SECURITIES, INC. (EL SEGUNDO CA)
CA
05/01/2009 - 06/17/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (PASADENA CA)
IL
08/27/2008 - 01/12/2009
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
12/17/1998 - 10/17/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 09/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joanna Venetch is the right advisor for you? Invested Better is here to help.